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BofA_Morning Market Tidbits The final countdown- US elections and the Fed_20241104

海外研报

DB - Everything you need to know for election week

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Deutsche Bank Research - Adobe - Nov 4

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Deutsche Bank Research - US Econ Notes - Nov 4

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GS US Economics Analyst_ 2025 Consumer Outlook_ Normalizing to a Solid Pace (Abecasis)

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MS Mike Wilson - What's the Set-up into the Election and Year-End

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SocGen - Asia Cross Asset Focus – Monthly - China stimulus - the end of the beginning

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SocGen - On Our Minds - BoE preview – November cut almost certain; guidance unchanged

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GS China Musings_ Policy waiting game

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GS China Property Weekly Wrap_ Week 44 Wrap - Transaction rose further but new home searching index fell close to pre-easing level

海外研报